2022-12-5 Meeting notes

Welcome/Assemble

Allowing people to join from other meetings, etc.

1-2

Announcements

Share new general information.

5

All

CDLNZ-PT Update

10

Erika Quintana

Lisa Spagnolo

• Summary of Ordering Feedback emailed 11/30/2022

  • Diversity in terms of interest in Options (except for consensus on Option C).

  • Standardization may be impossible, but potential for harmonization or information sharing.

  • CDL exploring setup to support Options A, B, & D.

  • Communication through Analytics.

• NZ License Practice document on Confluence still available for feedback

• CDLNZ group looking at POLs and invoicing in NZ, e.g. how CDL would enter POLs and invoices for their own purchases.

Deep Dive Discussion - Fund Management/Accounting

30

Susan Boone Stacy McKenna

How are you managing Funds in Alma? How are you getting accounting information out for your teams? What solutions have you managed to develop for your colleagues? Which data are you still struggling with?

CDL / Local campus Workflows - Updates?

Time permitting

5/2: re: CDL-NZ group to support CDL Shared Acquisitions. Waiting to hear more. (Still true 8/15)

4/25

• Lisa S. Alma does not handle negative allocations (that was one of the ways we managed the recharge/deposit w/ transactions by title to draw that down).

• Lisa M. CDL has met with ExL to outline processes / use cases to take ExL development. Current functionality doesn’t fully support current workflows

• Google Drive space for recording where/how recharges are recorded

• SCLG supplying fiscal close deadlines.

• CDL NZ Shared Collections reviewing current workflows, will start with performing needs assessment

• All: see the Google Drive space on recharges - and add in if not there already.

Parking Lot for Previous Action Items

Wishlist: All-UC Import Profiles workshop for after Fall quarter

New Items

Capture important topics for future discussion

New Acq UX - https://knowledge.exlibrisgroup.com/Alma/Product_Materials/010Roadmap/Alma_Roadmap_Highlights_(2022-2024)_-_July_2022_Update/Acquisitions https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/010Getting_Started/050Alma_User_Interface_%E2%80%93_General_Information/046New_MDE_Functionality/New_Unified_PO_Line_Task_List expected to roll out 10/26-11/6 (we think)

General processing topics to discuss more in depth - continuations (receiving, renewals, to encumber or not to encumber - serials vs standing orders, standing orders vs approval volumes, etc.)

Actions from previous meetings:

Total

50/50